Cornerstone Planning Group »

Tiptree Finl Inc cl a shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Tiptree Finl Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Tiptree Finl Inc cl a held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tiptree Finl Inc cl a by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $536 30 17.87

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for Cornerstone Planning Group

Top funds holding Tiptree Finl Inc cl a

Dimensional Fund Advisors
BlackRock
Vanguard Capital Management
Steamboat Capital Partners
Geode Capital Management
State Street Corporation
Kennedy Capital Management
Heartland Advisors
Nuveen
Millennium Management
Gabelli Funds
TCW Group
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Vanguard Portfolio Management

View all funds holding Tiptree Finl Inc cl a